> I’m not at all happy with this situation. As long as AMDs investment into software and evangelism remains at ~$0, I don’t see how any hardware they put out will make a difference.
It appears AMD initial strategy is courting the HPC crowd and hyperscalers, they have big budgets, lower support overhead and are willing and able to write code that papers-over AMDs not-great software while appreciating lower-than-Nvidia TCO. I think this this incremental strategy is sensible, considering where most of the money is.
As a first mover, Nvidia had to start from the bottom up; CUDA used to run only/mostly on consumer GPUs - AMD is going top-down, starting with high-margin DC hardware, before trickling down rack-level users, and eventually APUs later as revenue growth allows more re-investment.
It appears AMD initial strategy is courting the HPC crowd and hyperscalers, they have big budgets, lower support overhead and are willing and able to write code that papers-over AMDs not-great software while appreciating lower-than-Nvidia TCO. I think this this incremental strategy is sensible, considering where most of the money is.
As a first mover, Nvidia had to start from the bottom up; CUDA used to run only/mostly on consumer GPUs - AMD is going top-down, starting with high-margin DC hardware, before trickling down rack-level users, and eventually APUs later as revenue growth allows more re-investment.